{ "schemaVersion": "deck-intelligence.v1", "id": "019de50f-25e4-70ee-aeab-31cebb10cc44", "slug": "624860c3f3f1ce8abaecc0eb0fe20570", "title": "Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 7 slides", "subtitle": "Tudor Pickering Holt · 2018-08", "author": "Tudor Pickering Holt", "date": "2018-08-01 00:00:00", "pageCount": 7, "kind": "deck", "orientation": "landscape", "aspectRatio": 1.3464235, "document": { "id": "019de50f-25e4-70ee-aeab-31cebb10cc44", "slug": "624860c3f3f1ce8abaecc0eb0fe20570", "title": "Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 7 slides", "rawTitle": "Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 7 slides", "authorId": "tudor-pickering-holt-co", "authorName": "Tudor Pickering Holt", "authorDisplay": "Tudor Pickering Holt", "kind": { "slug": "deck", "label": "Deck" }, "sourceType": { "slug": "investment_bank", "label": "Investment bank" }, "fileName": "2018-08__tudor-pickering-holt-co__ib-pitchbook__624860c3.pdf", "sourceUrl": "https://www.slidebook.io/company/tudor-pickering-holt-co/presentation/624860c3f3f1ce8abaecc0eb0fe20570/", "sourceDate": "2018-08-26 00:00:00", "presentationDate": "2018-08-01 00:00:00", "ingestedAt": "2026-05-01 19:41:08.536905+00", "status": "ready", "pageCount": 7, "orientation": "landscape", "aspectRatio": 1.3464235, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2018-08__tudor-pickering-holt-co__ib-pitchbook__624860c3", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investment Banking Pitch Book", "deck_type_slug": "investment-banking", "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 7, "pagesIndexed": 7, "pagesWithImages": 7, "pagesWithMetadata": 7, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 41, "chartCount": 0, "metricSlides": 0, "toolMatches": 4, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 1, "beatMatches": 3, "loopMatches": 0, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "c66936f7-8b33-429d-ad8a-8cfa8a0b9e0a", "evidence": "The document structure and content resemble a typical Sequoia Pitch, which is used for investment banking and fundraising purposes.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:48:49.504574+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": null, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": null, "name": "Problem", "beatId": "1f348647-5e2e-4376-9bd1-e1cde6576466", "matchId": "c66936f7-8b33-429d-ad8a-8cfa8a0b9e0a", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The pitch book likely starts with a problem statement, although the exact page range is not provided.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": null, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": null, "name": "Solution", "beatId": "69b2e3bb-da5a-44b5-a910-df020907b6b5", "matchId": "c66936f7-8b33-429d-ad8a-8cfa8a0b9e0a", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The solution is likely presented in the pitch book, but the exact page range is not provided.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": null, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": null, "name": "Market Size", "beatId": "094118d5-3a43-4210-956f-f3197bed11b4", "matchId": "c66936f7-8b33-429d-ad8a-8cfa8a0b9e0a", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "Market size is a common section in investment banking pitch books.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5098ed68-7de2-4677-9101-3cf96beb9baa", "evidence": "table/valuation: SQ AMGP & Series B Unit Valuation table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:55:23.733288+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fc219669-1907-4094-b916-a48ca0c3310a", "evidence": "table/valuation: PF AMGP & Series B Unit Valuation table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:55:23.819439+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "85cd28a8-2391-4ff0-a20c-a8f50ce3c2b1", "evidence": "table/data: Calculation of Options Required to Make Series B Unitholders Whole", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:55:23.948947+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e56af3af-4379-4add-aa2c-f15eb58f2de4", "evidence": "table/data: Financial summary table including Dividends, Total Distributions, Illustrative Yield, PF AMGP Valuation, PF AMGP Shares O/S, and Series B Contractual Shares.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:55:24.034423+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "9361a380-f28d-4602-94f8-5a5d31df28ce", "evidence": "The slide uses a side-by-side table to compare two financial restructuring alternatives.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:38:12.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "comparison_frame" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/2PHXXp_QyMVkdKFLaxT3ztIV7_STxjMQVTnW70F3-VY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82MjQ4NjBjM2YzZjFjZThhYmFlY2MwZWIwZmUyMDU3MC9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 137, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:38:09.581+00", "seconds": 2.186, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-25e4-70ee-aeab-31cebb10cc44/1", "deck": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44", "deckAnchor": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44#slide-1", "deckJson": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.18, "x": 0.805, "y": 0.014 }, "kind": "disclaimer", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:09.581+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d476fad1-344d-48a2-a260-037ff0c1c4e4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.24, "x": 0.74, "y": 0.938 }, "kind": "image", "text": "TUDORPICKERING HOLT & CO", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:09.581+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2891c8b6-f746-4404-a2c5-6afa0fab6bb1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.18, "x": 0.41, "y": 0.608 }, "kind": "paragraph", "text": "August 26, 2018", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:09.581+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39e52164-1ec0-43a3-8ba5-9370c3ab85a5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.375, "y": 0.468 }, "kind": "title", "text": "Project Alpine", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:09.581+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f625ccad-c757-4087-814f-730485262453", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.25, "y": 0.525 }, "kind": "title", "text": "Special Committee Materials - Series B Valuation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:09.581+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a46510f9-576d-49b6-bed1-939f382a0738", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/f7W7pc05wHLPEA27w8O3nbQNy68LxmKOiIT6I6uZK4s/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82MjQ4NjBjM2YzZjFjZThhYmFlY2MwZWIwZmUyMDU3MC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/ItEO33fQZn4wV5IWRf7VzVZcAFPx21hCThdDVJ06hdg/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82MjQ4NjBjM2YzZjFjZThhYmFlY2MwZWIwZmUyMDU3MC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/KrEQXk9gUOAEjNIgKGL4nWPaEVLKCm44kYqSS-DLzZU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy82MjQ4NjBjM2YzZjFjZThhYmFlY2MwZWIwZmUyMDU3MC9wMDAxLnBuZw" }, { "page": 2, "type": "analysis", "title": "Includes a primary valuation table and three sensitivity tables for valuation and share issuance.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 5, "textChars": 295, "nDataPoints": 120, "notes": "Includes a primary valuation table and three sensitivity tables for valuation and share issuance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:38:10.768+00", "seconds": 2.926, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-25e4-70ee-aeab-31cebb10cc44/2", "deck": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44", "deckAnchor": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44#slide-2", "deckJson": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.18, "x": 0.8, "y": 0.01 }, "kind": "callout", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:10.768+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "314f7424-3463-4e56-b887-2ab7b9c9719a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "Source: FactSet as of 8/21/2018. (1) Represents public equity value before incorporation of Series B. (2) AMGP shares issued at current AMGP share price of $19.36.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:10.768+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72526402-00e8-4b30-9d8e-20972ae45cd5", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.58 }, "kind": "table", "text": "Series B Valuation Sensitivities tables", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:10.768+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "387290ac-053d-4888-8675-749a0d000cc1", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "table", "text": "SQ AMGP & Series B Unit Valuation table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Valuation table", "slug": "valuation", "status": "active", "canonId": "019de52d-034c-74ed-b5c8-22b5e6ac196d", "version": 1, "description": null }, "framework": null }, "subkind": "valuation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:10.768+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "977dc761-ee6e-4e4a-a586-c871d1576404", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.02 }, "kind": "title", "text": "Series B Valuation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:10.768+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0feaa8e-76f7-4f42-8898-d24fb5e4a882", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5098ed68-7de2-4677-9101-3cf96beb9baa", "evidence": "table/valuation: SQ AMGP & Series B Unit Valuation table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:55:23.733288+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "analysis", "title": "Includes confidential draft disclaimer and source attribution.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 6, "textChars": 388, "nDataPoints": 85, "notes": "Includes confidential draft disclaimer and source attribution.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:38:11.104+00", "seconds": 3.082, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-25e4-70ee-aeab-31cebb10cc44/3", "deck": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44", "deckAnchor": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44#slide-3", "deckJson": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.18, "x": 0.8, "y": 0.02 }, "kind": "callout", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce774e56-7f59-4239-ad24-1fdad60a8a1b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.94 }, "kind": "source-note", "text": "Source: FactSet as of 8/21/2018. Note: AMGP proposal consideration consists of 1.620x XR and a cash consideration of $3.00 / unit. (1) 2018E total cash flow available for distribution represents 2H 2018 annualized.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b98c1585-e02b-47be-bec0-d0c3e11ec905", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.92, "x": 0.04, "y": 0.55 }, "kind": "table", "text": "Series B Valuation Sensitivities table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Scenario table", "slug": "scenario", "status": "active", "canonId": "019de52d-0374-7778-b2bc-9f279d34d01f", "version": 1, "description": null }, "framework": null }, "subkind": "scenario", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f9ff2c5-25ed-48ca-ba28-4c57cddd1308", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.92, "x": 0.04, "y": 0.15 }, "kind": "table", "text": "PF AMGP & Series B Unit Valuation table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Valuation table", "slug": "valuation", "status": "active", "canonId": "019de52d-034c-74ed-b5c8-22b5e6ac196d", "version": 1, "description": null }, "framework": null }, "subkind": "valuation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39395e26-2dae-4bf5-8705-840a9fbf4543", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "PF AMGP at AMGP Proposal (1.775x All-in XR)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c17a859d-3683-44f5-bc06-9f21f714103e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.04, "y": 0.03 }, "kind": "title", "text": "Series B Valuation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd65dab1-bb2f-4981-a96b-680a59e7c2d3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fc219669-1907-4094-b916-a48ca0c3310a", "evidence": "table/valuation: PF AMGP & Series B Unit Valuation table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:55:23.819439+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "title": "The slide outlines financial structuring options for Series B unitholders, specifically focusing on incentivization and value realization.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 4, "textChars": 380, "nDataPoints": 2, "notes": "The slide outlines financial structuring options for Series B unitholders, specifically focusing on incentivization and value realization.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:38:12.172+00", "seconds": 4.103, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-25e4-70ee-aeab-31cebb10cc44/4", "deck": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44", "deckAnchor": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44#slide-4", "deckJson": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.72, "x": 0.14, "y": 0.17 }, "kind": "callout", "text": "Potential structure to propose to Series B unitholders in exchange for the value negotiated above the \"contractually obligated\" level, currently estimated to be 4.96mm units (or ~$96mm)", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a31bea64-2beb-4bba-803d-79623b7f4f22", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.18, "x": 0.8, "y": 0.01 }, "kind": "source-note", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a09a17a3-fbd3-4447-adbd-cde7347341e1", "parentComponentId": null }, { "bbox": { "h": 0.62, "w": 0.94, "x": 0.03, "y": 0.28 }, "kind": "table", "text": "Comparison table with columns 'Options' and 'Earn-out / Contingent Value Right' and rows 'Description' and 'Considerations'.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "489bf15a-8699-4c7f-97da-4a258f84119c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Series B Restructuring Alternatives", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ff0c3d8-4438-4774-bdc1-52e33f6290d2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "9361a380-f28d-4602-94f8-5a5d31df28ce", "evidence": "The slide uses a side-by-side table to compare two financial restructuring alternatives.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:38:12.172+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "analysis", "title": "Includes sensitivity analysis for call option premiums and required option counts across varying tenors and strike prices.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 6, "textChars": 438, "nDataPoints": 50, "notes": "Includes sensitivity analysis for call option premiums and required option counts across varying tenors and strike prices.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:38:11.67+00", "seconds": 3.082, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-25e4-70ee-aeab-31cebb10cc44/5", "deck": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44", "deckAnchor": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44#slide-5", "deckJson": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.94 }, "kind": "source-note", "text": "Source: FactSet as of 8/21/2018. (1) Bloomberg discrete Black-Scholes option valuation software used for Series B Options Valuation. (2) 2018E Total Distributions to Shareholders represents 2H 2018 annualized.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72c07581-12b3-4249-bb97-f76ffc44611f", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.53, "y": 0.18 }, "kind": "table", "text": "Call Option Premiums at Various Strike Prices", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "483e4b59-085b-4cd5-bf5d-306f62243868", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.04, "y": 0.18 }, "kind": "table", "text": "Black-Scholes Valuation of AMGP Shares", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61cf0dec-4fd9-437b-96d9-63304a817922", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.04, "y": 0.54 }, "kind": "table", "text": "Calculation of Options Required to Make Series B Unitholders Whole", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf41732d-f339-4f46-ac14-191eedbe6465", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.53, "y": 0.54 }, "kind": "table", "text": "Options Required to Cover Valuation Premium", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc225dc5-4d22-4aeb-8cfc-94d8ea120904", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "Series B Options Alternative Analysis", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1796d5ff-e154-4e9b-ae94-0800d552c6af", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "85cd28a8-2391-4ff0-a20c-a8f50ce3c2b1", "evidence": "table/data: Calculation of Options Required to Make Series B Unitholders Whole", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:55:23.948947+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "type": "analysis", "title": "Includes TSM (Treasury Stock Method) calculations and illustrative share price projections.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 8, "textChars": 1068, "nDataPoints": 120, "notes": "Includes TSM (Treasury Stock Method) calculations and illustrative share price projections.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:38:12.401+00", "seconds": 3.76, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-25e4-70ee-aeab-31cebb10cc44/6", "deck": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44", "deckAnchor": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44#slide-6", "deckJson": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.75, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "Source: FactSet as of 8/21/2018. (1) Represents dividends per share prior to options being exercised. (2) Includes the net dilution of shares issued for options exercised. (3) Net dilution assumes options are exercised at the FD illustrative PF AMGP share price and proceeds from the $19.36 strike price used to buy back shares. (4) Value of Series B consideration is based on the FD illustrative PF AMGP future share price and total shares issued for contractual value of Series B and options exercise each year.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.401+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb9539bc-e1f3-4d1f-bcad-cb7279cc20ac", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.05, "y": 0.65 }, "kind": "table", "text": "Shares Issued for Options Exercise Using TSM table by Tenor and Year.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.401+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "620dd79f-b22b-4fe6-9797-954fdd1ec880", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Financial summary table including Dividends, Total Distributions, Illustrative Yield, PF AMGP Valuation, PF AMGP Shares O/S, and Series B Contractual Shares.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.401+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "712e5687-0c97-4929-94e7-42d1620a63bc", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.52, "y": 0.15 }, "kind": "table", "text": "Shares Issued for Contractual Value of Series B + Option Exercise table by Tenor and Year.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.401+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80d6e0d9-b905-41d1-80e9-76ff265a64ee", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.05, "y": 0.4 }, "kind": "table", "text": "FD Illustrative PF AMGP Share Price table by Tenor and Year.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.401+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a59adea0-bda6-4809-b611-8a102ace317e", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.52, "y": 0.4 }, "kind": "table", "text": "Total Series B Ownership % in PF AMGP table by Tenor and Year.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.401+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1a5b9ab-e86d-4ff9-9a07-a581ed03e9b6", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.52, "y": 0.65 }, "kind": "table", "text": "Value of Total Series B Consideration Over Time table by Tenor and Year.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.401+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8e9ad01-74a7-4efc-a6ca-817ba31cf064", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Series B Options Alternative Analysis (Cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:12.401+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a62b2837-8235-4a38-9444-9a6bc4b9c54f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e56af3af-4379-4add-aa2c-f15eb58f2de4", "evidence": "table/data: Financial summary table including Dividends, Total Distributions, Illustrative Yield, PF AMGP Valuation, PF AMGP Shares O/S, and Series B Contractual Shares.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:55:24.034423+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 7, "textChars": 298, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:38:11.932+00", "seconds": 3.239, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50f-25e4-70ee-aeab-31cebb10cc44/7", "deck": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44", "deckAnchor": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44#slide-7", "deckJson": "/decks/019de50f-25e4-70ee-aeab-31cebb10cc44.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.42, "x": 0.53, "y": 0.2 }, "kind": "disclaimer", "text": "Tudor, Pickering, Holt & Co. does not provide accounting, tax or legal advice...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e7b2753-b89d-451a-964e-dfb9914322e9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.19, "x": 0.805, "y": 0.015 }, "kind": "disclaimer", "text": "CONFIDENTIAL DRAFT SUBJECT TO CHANGE", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae6c55ad-048c-4290-9063-ef9305236f34", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.42, "x": 0.05, "y": 0.32 }, "kind": "paragraph", "text": "Tudor, Pickering, Holt & Co. is an integrated energy investment and merchant bank...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aea03d8b-1996-4edd-9d7e-866cf1f632a9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.05, "y": 0.71 }, "kind": "paragraph", "text": "Houston (Research, Sales and Trading): 713-333-2960...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c02546cf-75c0-436a-99c0-530634deb20b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.53, "y": 0.15 }, "kind": "title", "text": "Disclosure Statement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fc500f4-1a61-4676-a66a-10300b6f17b5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.05, "y": 0.27 }, "kind": "title", "text": "About The Firm", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f51d3c78-0644-48d9-8119-1d1f9fbc02f8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.05, "y": 0.68 }, "kind": "title", "text": "Contact Us", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:38:11.932+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa8990a5-164d-443a-a675-85f48059b008", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [], "loops": [] }